Sherwood Construction Co. Inc. Savings And Profit Sharing Plan — Form 5500 plan (Sherwood Construction Co., Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sherwood Construction Co. Inc. Savings And Profit Sharing Plan is a benefit plan reported by Sherwood Construction Co., Inc. under EIN 73-1133882 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,405 participants and $60,886,637 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$60.9MPlan net assets, end of year$60,886,637
Participants1.4KCovered participants reported1,405
Assets / participant$43.3KComputed: assets ÷ participants$43,336 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
- Plan sponsor
- Sherwood Construction Co., Inc.
- EIN
- 73-1133882
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,405 | H, C | 20241014092733NAL0013059491001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$60.9M total assets
Net assets$60.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $60,886,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,886,637
- Net assets (BOY)
- $48,400,606
Income & contributions
- Employer contributions
- $3,186,484
- Participant contributions
- $4,824,017
- Total contributions
- $8,690,978
- Total income / additions
- $18,048,490
Expenses & distributions
- Benefits paid
- $5,599,189
- Administrative expenses
- -$40,183
- Total expenses
- $5,562,459
- Net increase / (decrease)
- $12,486,031
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $16,724 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$56,907 | $0 | 2023 |